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CLBFX vs ETNMX
CLBFX vs ETNMX Comparison
Open Charts CLBFX vs ETNMX
American Funds American Balanced 529F
Price$35.51
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Eventide Balanced Fund
Price$14.38
Change-$0.12 (-0.83%)
VolumeN/A
Net Assets378.9M
CLBFX vs ETNMX Comparison Chart
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CLBFX vs. ETNMX commentary
Jun 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CLBFX is a Buy and ETNMX is a Hold.
FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 244B vs. ETNMX (379M). CLBFX pays higher dividends than ETNMX: CLBFX (2.07) vs ETNMX (1.80). CLBFX was incepted earlier than ETNMX: CLBFX (23 years) vs ETNMX (10 years). ETNMX (1.09) is less costly to investors than CLBFX (0.67). CLBFX (44.00) and ETNMX (43.00) have comparable annual turnover. CLBFX has a lower initial minimum investment than ETNMX: CLBFX (250) vs ETNMX (1000). ETNMX annual gain was more profitable for investors over the last year : 5.79 vs. CLBFX (5.44). CLBFX return over 5 years is better than : 41.30 vs. ETNMX (38.77).
| CLBFX | ETNMX | CLBFX / ETNMX | |
| Total Expense Ratio | 0.67 | 1.02 | 66% |
| Annual Report Gross Expense Ratio | 0.67 | 1.09 | 61% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 4.519 | 2.165 | 209% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 379M | 64,380% |
| Annual Yield % from dividends | 2.07 | 1.80 | 115% |
| Returns for 1 year | 5.44 | 5.79 | 94% |
| Returns for 3 years | 34.29 | 26.30 | 130% |
| Returns for 5 years | 41.30 | 38.77 | 107% |
| Returns for 10 years | 73.68 | N/A | - |
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